Filed November 7, 2022
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,313 | $89,753+105.4% | $107,525+71.4% | $84,808+117.3% |
| Participation rate | 96.9% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.6pp |
| Annual return | 15.71% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,853 | $3,113-40.5% | $3,754-50.6% | $2,631-29.6% |
| Participant deferral / active EE | $5,225 | $4,056+28.8% | $5,116+2.1% | $4,212+24.1% |
| Admin fee / account holder | $3,514 | $7,222-51.3% | $8,919-60.6% | $7,344-52.2% |